See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,047 | $72,277+268.1% | $101,248+162.8% | $79,858+233.2% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 20.98% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $4,109 | $2,692+52.7% | $3,660+12.3% | $2,471+66.3% |
| Participant deferral / active EE | $3,684 | $3,282+12.2% | $4,370-15.7% | $3,740-1.5% |
| Admin fee / account holder | $6,493 | $4,400+47.6% | $5,945+9.2% | $5,306+22.4% |